股市分析|两党基础设施协议的文本敲定 本周有望表决该法案

2021年08月03日 8796点热度 27人点赞 1,827条评论
基本面
  
美股
两党基础设施协议的文本敲定 本周有望表决该法案

据悉,美国参议院敲定了两党基础设施协议的文本。参议院多数党领袖舒默称,该院将做好“在几天内”就这一两党法案进行投票的准备。但美国共和党参议员Graham新冠检测阳性,或影响基建法案投票。
  
美国财政部现金余额降至4590亿美元 
据美国财政部,截至7月30日,现金余额降至4590亿美元。美国财政部估计2021年下半年将借入1.4万亿美元,预计7月-9月期间将净发行债券6730亿美元,比5月份的预估低1480亿美元。
  
A股
7月财新中国制造业PMI降至50.3 为2020年5月以来最低

7月中国制造业继续扩张,但扩张势头进一步放缓。周一公布的2021年7月财新中国制造业PMI(采购经理指数)下降1百分点至50.3,为2020年5月以来最低。
  
技术面
  
美股
市场走势技术分析
股市方面,周一美股三大股指涨跌不一。截至收盘,道指收跌0.28%,报34837.77点;标普500指数收跌0.19%,报4387.10点;纳指收涨0.06%,报14681.1点。
  
观点整理:
新能源汽车股是当天少有的交易亮点。受较好交付数据的提振,中概股的小鹏汽车上涨近7%、蔚来汽车涨幅超过2%,理想汽车上涨约0.9%。投资者也由此看好特斯拉的7月交付数据,特斯拉股价当天上涨3.3%。
  
A股
市场走势技术分析
A股三大指数今日集体小幅收跌,其中沪指下跌0.47%,收报3447.99点;深证成指下跌0.41%,收报14736.92点;创业板指下跌0.46%,收报3477.23点。两市成交额达到1.41万亿元。行业板块涨跌互现,医药板块大涨,有色金属与国产芯片板块重挫。北向资金今日净买入17.99亿元。
  
观点整理:
短期冲击之后,预期引导与市场沟通更显弥足珍贵。中国资本市场对外双向开放的步子越迈越大,在享受共赢成果之余,投资者结构也更加复杂化、市场监管难度也在上升。双向开放的长期趋势不变,如何有效地引导投资者预期、疏通市场沟通的渠道,则显得尤为重要
  
港股
股市分析|两党基础设施协议的文本敲定 本周有望表决该法案
市场走势技术分析
恒生指数探底回升收跌0.16%,恒生科技指数跌1.47%。游戏股大跌,网易跌7.77%,腾讯控股跌6.11%,哔哩哔哩跌3.44%;芯片股跌幅居前,中芯国际跌近6%,华虹半导体跌超5%。CRO概念股、重型机械股涨幅居前。
   
观点整理:
港股市场可以用否极泰来,或者叫黎明前的黑暗来形容,我认为现在是非常好的投资机会,“黄金坑”砸得很深很大,不仅是像一些互联网行业,连恒生科技指数的相关股票也受到影响,包括港股物业、消费、中概股,我认为目前是一个非常难得的投资机会,我们应该在“黄金坑”里寻找更加优质的金子。

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    Let's bring you a bit more about reports of price gouging by landlords in Los Angeles, which we reported on earlier.

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  • Alfonsoket

    Medical staff on the front line of the battle against mpox in eastern Democratic Republic of Congo have told the BBC they are desperate for vaccines to arrive so they can stem the rate of new infections.
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    Ирек Фаатович Сафин – успешный индивидуальный предприниматель, который за годы своей деятельности смог создать устойчивый бизнес в различных сферах экономики. Его имя ассоциируется с профессионализмом, инновациями и ответственным подходом к делу. В этой статье мы рассмотрим ключевые аспекты его карьеры, достижения и принципы ведения бизнеса.

    Начало пути

    Ирек Сафин родился в 1978 году в городе Уфа, Республика Башкортостан. С детства он проявлял интерес к экономике и предпринимательству. После окончания школы поступил в Башкирский государственный университет на экономический факультет. Во время учебы активно участвовал в студенческих проектах и научных конференциях, что позволило ему получить ценный опыт и знания.

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    Свою карьеру Ирек начал сразу после окончания университета. Он открыл свою первую компанию, которая занималась оптовой торговлей строительными материалами. Благодаря грамотному управлению и стратегическому планированию, компания быстро заняла лидирующие позиции на рынке. Это стало первым успешным шагом в карьере Ирека Сафина.

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    В последующие годы Ирек Сафин расширил свой бизнес, открыв новые направления. Он стал заниматься производством строительных материалов, а также оказанием услуг в сфере строительства и ремонта. Благодаря внедрению современных технологий и использованию качественных материалов, его компании смогли завоевать доверие клиентов и партнеров.

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    Одним из важных аспектов деятельности Ирека Сафина является социальная ответственность. Он активно участвует в благотворительных проектах, поддерживает образовательные учреждения и спортивные мероприятия. Кроме того, он уделяет большое внимание экологии и внедряет экологически чистые технологии в своем производстве.

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    There were also trench coats, sweaters, shorts and shirts made in more conventionally western silhouettes. These marked a departure from Mukherjee’s usual festive and bridal wear, which are heavily inclined towards traditional Indian styles, such as saris, ghagra cholis and sherwanis.

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    Applications to become guardians are going “through the roof,” with more people in their late thirties and forties signing on than in the past, said Arthur Duke, the founder and managing director of Live-in Guardians.
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    “That’s been brought about by the cost-of-living crisis,” he said. “People are looking for cheaper ways to live.”

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    2025年2月5日
  • FrankIcode

    A brief history of sunglasses, from Ancient Rome to Hollywood
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    Sunglasses, or dark glasses, have always guarded against strong sunlight, but is there more to “shades” than we think?

    The pupils of our eyes are delicate and react immediately to strong lights. Protecting them against light — even the brilliance reflected off snow — is important for everyone. Himalayan mountaineers wear goggles for this exact purpose.

    Protection is partly the function of sunglasses. But dark or colored lens glasses have become fashion accessories and personal signature items. Think of the vast and famous collector of sunglasses Elton John, with his pink lensed heart-shaped extravaganzas and many others.

    When did this interest in protecting the eyes begin, and at what point did dark glasses become a social statement as well as physical protection?
    The Roman Emperor Nero is reported as holding polished gemstones to his eyes for sun protection as he watched fighting gladiators.

    We know Canadian far north Copper Inuit and Alaskan Yupik wore snow goggles of many kinds made of antlers or whalebone and with tiny horizontal slits. Wearers looked through these and they were protected against the snow’s brilliant light when hunting. At the same time the very narrow eye holes helped them to focus on their prey.

    In 12th-century China, judges wore sunglasses with smoked quartz lenses to hide their facial expressions — perhaps to retain their dignity or not convey emotions.

    2025年2月6日
  • BradleyTed

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    2025年2月6日
  • JorgeCog

    Former US President Joe Biden, a self-professed Catholic, has joined an African-American Masonic lodge as a ‘Master Mason’. The Vatican takes a dim view of Freemasonry, and Catholics who join the fraternal order face excommunication.
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    Biden was inducted into the Most Worshipful Prince Hall Grand Lodge in South Carolina on Sunday, one day before he left office. In a private ceremony, the lodge’s grand master, Victor C. Major, granted Biden “Master Mason membership with full honors,” according to a statement published by the organization last weekend that circulated online on Friday.
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    ”To be a Freemason is to be part of a brotherhood dedicated to personal growth, service to others, and the pursuit of knowledge and truth,” the lodge wrote. Biden’s service, the statement added, “reflects the core values” of this brotherhood.
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    2025年2月7日